The Coal Trader
Episodes
Episode 18 - The Coal Trader Podcast: Global Supply Squeezes & The Structural Setup
25 May 2026
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by: The Clear Commodity NetworkA massive news week across the global energy and coal complex. In ...
Episode 17 - Market Inflation & Buying Opportunities: Earnings Recap
12 May 2026
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkThe expected "shoulder season" lull has vanished as glo...
Episode 16 - The Coal Trader: Buybacks vs. Benchmarks: Navigating the U.S. Coal Pricing Gap
28 Apr 2026
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkAs energy markets stare down the "shoulder season," Matt ...
Episode 15 - Volatility, Ceasefires, and the Shoulder Season Setup
10 Apr 2026
Contributed by Lukas
As energy markets stare down the "shoulder season," Matt and Joe break down the massive volatility coming out of the Strait of Hormuz and wh...
Episode 14: Hormuz, Gas Spikes & The "Ayatollah Toll"
01 Apr 2026
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkA massive week for energy markets as geopolitical tensions in the S...
Episode 13: The Hormuz Hedge - Geopolitics Jolt the Coal Markets
16 Mar 2026
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkThe Strait of Hormuz is the story of the week. Geopolitical tension...
Episode 12 - Coal Country Transmission: Market Troughs and M&A Rumors
02 Mar 2026
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkIn this landmark episode, Matt Warder broadcasts "boots on the...
Episode 11 - Shoulder Season Strategies: Met Coal Pullbacks and South African Surges
16 Feb 2026
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkAs the market enters "shoulder season" (the period where ...
Episode 10 - Freezing Grids & Firming Prices: Why Coal is Outperforming Gas in the Deep Freeze
03 Feb 2026
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkMatt Warder and Joe Aldina dive into Episode 10 with a focus on the...
Episode 9 - Met Coal Rips, Europe Gas Spikes, and Coal Stocks Catch Fire
18 Jan 2026
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkMatt Warder and Joe Aldina kick off 2026 with a sharp rally in focu...
Episode 8 – Met Coal Takes the Lead: Prices Surge, Stocks Lag
21 Dec 2025
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkIn Episode 8 of the Coal Trader Podcast, Matt Warder and Joe Aldina...
Episode 7 - Met Coal Pops, Gas Surges: Coal Stocks Wake Up
08 Dec 2025
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkIn Episode 7 Matt and Joe break down the surprise “two-handle” ...
Episode 6 - Rare Earths Jolt Coal: What’s Really Driving Coal Stocks?
24 Nov 2025
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkThermal tightens, met holds firm near $200, and Goldman’s zero-va...
Episode 5 - Thermal Rerate, Warrior’s Beat, and Coal Cycle Math
12 Nov 2025
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkMatt and Joe sit down in person in to rip through a month’s worth...
Episode 4 - Rare Earths Jolt Coal: What’s Really Driving Coal Stocks?
12 Oct 2025
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkA big news week in coal. Matt and Joe run the board: thermal is bas...
Episode 3 - Met Cuts, Thermal Signals & Royalty Shock
22 Sep 2025
Contributed by Lukas
A big news week in coal. Matt and Joe run the board: thermal is basing, met has bounced, and U.S. power/LNG tailwinds support the setup. They also fie...
Episode 2 - Market Check: Thermal Stabilizes, Met Rebounds, Equity Insights
02 Sep 2025
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkMatt and Joe run a quick check on coal: thermal is basing, met has ...
Episode 1: U.S. Thermal vs. Met Coal Markets, Pricing Benchmarks & Equity Insights
28 Jul 2025
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkTickers Mentioned: $BTU, $ARLP, $AMR, $HCC, $METC, $GLEN.LIn this d...